Post actual amounts for a period

Choose Tools, Store Period Performance.

The Store Period Performance dialog box lists all open projects.
Determine the projects you want to post actual amounts for, then double-click in the Financial Period column to select a financial period for each applicable project.

When connected to a P6 Professional database: The Select Financial Period dialog box lists all financial periods defined in the Financial Periods dictionary.

When connected to a P6 EPPM database: The Select Financial Period dialog box lists all financial periods defined in P6.
Determine the projects you do not want to post actual amounts for, then clear the corresponding checkbox in the Selected column for each applicable project.
Click Store Now.

P6 Professional stores the Actual This Period values in the selected financial period for each project (regardless of the data date or Actual Start dates), then sets Actual This Period values to zero in anticipation of the next schedule update period.

Tips

To store period performance on a project, the actual and actual this period units and cost must be linked. Before storing period performance on a project, verify that the Link actual to date and actual this period units and costs option is selected in the Project Details, Calculations tab.
You can store period performance for the same financial period for a project more than once. When you store period performance after it has already been stored for a period, the module appends any new values to the existing period values and does not overwrite them, except for earned value and planned value data. For earned value and planned value costs and units, the data is recalculated and the existing period values are overwritten (see note below).
You can customize the Resource Usage and Activity Usage spreadsheets to display Financial Period Value fields. When displaying Financial Period Value fields, past period actuals stored per financial period are distributed evenly from the start date to the finish date defined for a financial period and earned value calculations are based on these stored period quantities. Financial Period Value fields are only available for display if you define the range of financial periods that are available for display as columns in User Preferences.

When connected to a P6 Professional database: To store period performance, you must be assigned the Store Period Performance and Add/Edit Activities Except Relationships project privileges.

When connected to a P6 EPPM database: To store period performance, you must have the appropriate project privileges as defined in P6.

If any open project is read only or checked out, the Store Period Performance menu option is disabled.
You do not have to store period performance sequentially (i.e., you can skip periods).
Earned value cost and units, as well as planned value cost and units, are calculated as follows (using Earned Value Units as an example): Actual Earned Value Units = This Period Earned Value Units - total Earned Value Units for all stored periods in the database.